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How Do You Split an Estate in a Blended Family?

January 6, 2022

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.

Estate Planning

How Important Is an Estate Plan?

January 6, 2022

Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.

Estate Planning

Who Should I Name as Trustee?

January 5, 2022

You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.

Estate Planning

Why Naming Beneficiaries Is Important to Your Estate Plan

January 5, 2022

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.

Estate Planning

Will Inflation Ruin My Retirement?

December 21, 2021

As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

Estate Planning

How Do I Write a Will?

December 20, 2021

Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.

Estate Planning

What Should Small Business Owners Know about Estate Planning?

December 19, 2021

Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.

Estate Planning

When Should You Update Your Estate Plan?

December 18, 2021

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.

Estate Planning

Estate Planning and Cryptocurrency

December 17, 2021

Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.

Estate Planning

Is a Rollover IRA a Good Idea?

December 16, 2021

With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.

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Estate Planning and Probate Blog

How Do You Split an Estate in a Blended Family?

How Important Is an Estate Plan?

Who Should I Name as Trustee?

Why Naming Beneficiaries Is Important to Your Estate Plan

Will Inflation Ruin My Retirement?

How Do I Write a Will?

What Should Small Business Owners Know about Estate Planning?

When Should You Update Your Estate Plan?

Estate Planning and Cryptocurrency

Is a Rollover IRA a Good Idea?

Hablamos Español!